DIVERSIFIED PORTFOLIOS INC

Legal name: DIVERSIFIED PORTFOLIOS, INC.

CRD #108942 SEC #801-56371 BLOOMFIELD HILLS, MI 248-644-3030

SEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

Employees

Clients

Accounts

2,152

Firm Details

Organization Type: Corporation
State of Formation: Michigan
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 21, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Cox, James, Bradley	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cox, James, Bradley	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
Cox, James, Bradley	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cox, James, Bradley	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
Cox, James, Bradley	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cox, James, Bradley	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
Cox, James, Bradley	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cox, James, Bradley	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CCO	E	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CCO	E	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT	E	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT	E	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
POST, THOMAS, CARPENTER	I	SECRETARY	C	Control
RONALD M. YOLLES REVOCABLE LIVING TRUST U/A/D 12/21/2023	DE	SHAREHOLDER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	TREASURER	C	Control
YOLLES, RONALD, MARK	I	SHAREHOLDER	C	Control
YOLLES, RONALD, MARK	I	SHAREHOLDER	C	Control
YOLLES, RONALD, MARK	I	SHAREHOLDER	C	Control
DANIEL R. GOLDBERG REVOCABLE TRUST U/A/D 8/24/2022	DE	SHAREHOLDER	B	Control
TOAL, ROBERT, EDWARD	I	PRESIDENT	B	Control
WAGNER, KATHARINE, POST	I	SHAREHOLDER	B
WAGNER, KATHARINE, POST	I	SHAREHOLDER	B
WAGNER, KATHARINE, POST	I	PRESIDENT	B	Control
WAGNER, KATHARINE, POST	I	SHAREHOLDER	B
WAGNER, KATHARINE, POST	I	PRESIDENT	B	Control
WAGNER, KATHARINE, POST	I	SHAREHOLDER	B
WAGNER, KATHARINE, POST	I	PRESIDENT	B	Control
WAGNER, KATHARINE, POST	I	SHAREHOLDER	B
WAGNER, KATHARINE, POST	I	PRESIDENT	B	Control
Adams, Carla, Taylor	I	SHAREHOLDER	A
Adams, Carla, Taylor	I	SHAREHOLDER	A
Adams, Carla, Taylor	I	SHAREHOLDER	A
Adams, Carla, Taylor	I	SHAREHOLDER	A
Cox, James, Bradley	I	CCO/COO/SHAREHOLDER	A	Control
WAGNER, KATHARINE, POST	I	SHAREHOLDER	A
WAGNER, KATHARINE, POST	I	SHAREHOLDER	A
WAGNER, KATHARINE, POST	I	SHAREHOLDER	A
WAGNER, KATHARINE, POST	I	SHAREHOLDER	A

Registrations

Federal

Mar 21, 2025 REGISTERED

Notice Filings (15)

CA DC FL GA IL LA MA MI NC NH NJ NY PA TX WA

Address

39520 WOODWARD AVENUE
SUITE 200
BLOOMFIELD HILLS, MI 48304
United States

Phone: 248-644-3030